Bond Economics

One of the more predictable outcomes of this election is that I am now running into analyses suggesting that tariffs are a growth-enhancing ...

Editorial note. This article is an unedited excerpt that is the last section of my inflation manuscript. I have been sitting on that manuscr...

From the perspective of the rates markets, I see limited effects of the Trump election victory when we look at known information. There is s...

I have been racking up a lot of consulting hours recently, so my writing has been on a back burner. I have also been looking at my two manus...

I finally have my kitchen back, and now can devote more time to writing and consulting. I am still pushing another project, so my output her...

After a hiatus resulting from various disturbances, I am back with another book manuscript section. I just reworked this section, and hopefu...

The Fed started what might develop into a rate cut campaign by reducing the target rate by 50 basis points. It looks like Chairman Powell ha...